Databricks, founded in 2013, initially gained traction with its Spark technology during the big data trend. Despite initial skepticism, the company successfully entered the data warehousing market in 2020 with Databricks SQL, becoming a strong competitor to Snowflake. The rise of large language models has further increased demand for Databricks' high-quality enterprise data solutions. By the end of its fiscal fourth quarter in 2024, Databricks expects to achieve a $3 billion revenue run rate, with Databricks SQL contributing $600 million, marking a 150% increase for the year.
Key takeaways:
- Databricks raised a record-breaking $10 billion in funding, with Insight Partners and Thrive among the leading investors.
- The fundraising round saw a rapid increase in valuation, closing at $62 billion, highlighting significant institutional demand.
- Databricks' strategic pivot to data warehousing with Databricks SQL positioned it as a strong competitor to Snowflake, especially with the rise of large language models.
- By the end of its fiscal fourth quarter, Databricks aims for a $3 billion revenue run rate, with Databricks SQL contributing significantly to this growth.